Real-time general ledger, continuous reconciliation, and compliance.

Close books in hours instead of days with automated multi-bank feeds, journal entries, and automated tax reporting.
Financial management dashboard
Ledger Accounts
Reconciled in real time
100%
Enterprise Autonomy

Engineered for accuracy, safety, and total human control.

Deploy autonomous workforce agents that adhere to strict company access controls, zero hallucinations, and actionable human-in-the-loop validation.

Real information, not AI invention.

Every answer is sourced from your actual CRM records and customer knowledge.

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Cursor
Waiting for feedback on proposal
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Mailchimp
Awaiting reply on pricing offer
PH
Pablo Hernandez
No response for 2 weeks
❖
Dropbox
Monthly report not submitted

Your permissions, enforced.

ADOX CRM follows your existing permissions, so everyone sees only what they're supposed to.

Intelligent suggestions. Human decisions.

You're always in command and empowered to approve, modify, or reject any suggestion.

D
Drew Houston
Update Role
Head of IT
G
Greenleaf
Funding raised
$100M - $250M
Financial Management Capabilities

Autonomous Workflows for Financial Management

Everything you need to unify operations, eliminate manual data entry, and accelerate performance.

Customizable lead stages
Lead import via Excel
WhatsApp Inbox inside CRM
Assign leads to teammates
Chrome extension: capture leads from LinkedIn
Schedule and log calls, emails, meetings
Payment links and SOA
Lead activity history
Quote approval flow
Measurable Impact

Proven ROI across high-growth operations.

See how enterprise teams accelerate workflows, eliminate errors, and reclaim thousands of team hours every month.

78%
Reduction in manual data entry

Expense receipts and contractor invoices coded autonomously.

4.2x
Faster month-end close

Finance reconciles project phases daily instead of quarterly.

99.4%
Job-costing accuracy

Zero misallocated spend across complex multi-entity jobs.

100%
Audit-ready compliance

Immutable digital proof logs attached to every single entry.

THE ADOX CRM EXPERIENCE

Create experiences people remember for the right reasons

Chat with our team to talk through build vs. buy and how to level up your customer experience.

BEFORE YOU SWITCH

Questions business owners ask.

ADOX CRM's AI agents do more than answer questions. They work inside your CRM, inbox, projects, proposals, and finance, so they can understand the context, take real actions, and keep work moving within the approval rules you set.